See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LEAFFILTER NORTH, INC.1 year Service code 13 · EIN 04-3046611 | Contract Administrator | $11,850 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $35,485-13.4% | $74,550-58.8% | $55,725-44.9% |
| Participation rate | 9.1% | 62.5%-53.5pp | 69.1%-60.1pp | 70.9%-61.8pp |
| Annual return | 2.27% | 0.72%+1.6pp | 32.53%-30.3pp | 244.93%-242.7pp |
| Employer contribution / active EE | $11 | $777-98.6% | $1,961-99.5% | $2,078-99.5% |
| Participant deferral / active EE | $1,027 | $2,181-52.9% | $3,108-67.0% | $3,356-69.4% |
| Admin fee / account holder | $414 | $114+262.2% | $5,060-91.8% | $115+259.6% |